- Accurately prepares, processes, reviews and monitors various documents such as certificates of insurance, Auto ID cards, binders, audits, endorsements, renewal information request forms, draft of insurance specifications, draft of proposals, etc.
- Collects client exposure data.
- Promptly responds to routine requests for data and questions from clients, underwriters and internal staff.
- Responsible for new client setup and ongoing client maintenance in the appropriate agency management system(s). This includes such duties as: filing documents and updating client information into the policy management system, tracking the status of open items, providing documents to client and team members as requested.
- Completes premium finance agreement requests and creates premium allocations as needed.
- Requests and summarizes loss runs, may process claims and provide client advocacy.
- Attends Continuing Education classes.
- Performs miscellaneous duties and projects as assigned.
- Strong oral and written communication skills with a proven commitment to high quality customer service.
- Strong attention to detail.
- Strong time management skills and the ability to evaluate and prioritize multiple projects/tasks to maximize the number of internal and external clients that can be assisted while maintaining a high level of customer service.
- Demonstrates a sense of urgency and a proactive approach to meeting service requirements.
- Good keyboard and PC skills using word processing and spreadsheet software, familiarity with various software applications and the ability to learn new software systems.
- Develops and maintains a working knowledge of Hays systems and processes.
- Ability to work in a team environment that is constantly changing.
- College degree preferred.
- Licensed as a Producer of Property and Casualty in applicable state unless new to role and/or exception based on an individual's duties. Participates in continuing education in order to maintain the appropriate level of credentials.
- Excellent growth and advancement opportunities
- Competitive pay based on experience
- Paid Time Off (PTO)
- Generous benefits package: health, dental, vision, 401(k), etc.
- Employee Stock Purchase Plan
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Associate Account Manager - Minneapolis, United States - Brown & Brown
Description
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Brown & Brown has an exciting opportunity available for an Associate Account Manager for our Cyber team in Minneapolis, MN
Provides high quality customer service while assisting in the coordination of services between the client and the insurance company. Provides clerical support to the team.
WHAT YOU'LL DO: